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United Bank (West Virginia)’s J.M. Smucker SJM Stock Holding History

United Bank (West Virginia)’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,528
Closed -$343K – 118
2014
Q1 		$343K Buy
3,528
+222
+7% +$21.6K 0.13% 79
2013
Q4 		$342K Buy
3,306
+829
+33% +$87.9K 0.14% 84
2013
Q3 		$260K Hold
2,477
– – 0.11% 90
2013
Q2 		$256K Buy
+2,477
New +$252K 0.12% 86

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Bank (West Virginia)'s SJM Position: Q2 2014 in Review

United Bank (West Virginia) sold out of J.M. Smucker (SJM) in Q2 2014, closing a stake of 3,528 shares — an estimated $343K sold.

United Bank (West Virginia) first reported a position in SJM in Q2 2013 and held it in 4 quarters. The position peaked at $343K in Q1 2014. 609 funds tracked by Wall St. Rank hold SJM as of Q2 2014.

  • United Bank (West Virginia) reported no remaining J.M. Smucker position as of Q2 2014 after selling out during the quarter.
  • United Bank (West Virginia) sold 3,528 J.M. Smucker shares in Q2 2014, an estimated $343K.
  • United Bank (West Virginia) first reported a position in J.M. Smucker in Q2 2013 and held it in 4 quarters.
  • United Bank (West Virginia)'s J.M. Smucker position peaked at $343K in Q1 2014.
  • 609 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2014.

Based on United Bank (West Virginia)'s 13F filing for Q2 2014, filed 18 Jul 2014.